IAMOG

Investors Asset Management of Georgia Portfolio holdings

AUM $235M
1-Year Est. Return 18.49%
This Quarter Est. Return
1 Year Est. Return
+18.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
-$5.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$2.77M
3
+$2.76M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.35M
5
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$458K

Top Sells

1
+$837K
2
+$542K
3
+$340K
4
T icon
AT&T
T
+$294K
5
ATCO
Atlas Corp.
ATCO
+$261K

Sector Composition

1 Technology 16.88%
2 Industrials 15.83%
3 Healthcare 11.24%
4 Financials 9.88%
5 Consumer Staples 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$4K ﹤0.01%
+60
477
$4K ﹤0.01%
+27
478
$4K ﹤0.01%
+202
479
$4K ﹤0.01%
+500
480
$4K ﹤0.01%
+250
481
$4K ﹤0.01%
+25
482
$4K ﹤0.01%
+33
483
$4K ﹤0.01%
+12
484
$4K ﹤0.01%
+70
485
$3K ﹤0.01%
+200
486
$3K ﹤0.01%
+33
487
$3K ﹤0.01%
+66
488
$3K ﹤0.01%
+50
489
$3K ﹤0.01%
+124
490
$3K ﹤0.01%
20,000
+10,000
491
$3K ﹤0.01%
+5
492
$3K ﹤0.01%
+320
493
$3K ﹤0.01%
+11
494
$3K ﹤0.01%
+34
495
$3K ﹤0.01%
+119
496
$3K ﹤0.01%
+200
497
$3K ﹤0.01%
+26
498
$3K ﹤0.01%
+20
499
$3K ﹤0.01%
+38
500
$3K ﹤0.01%
+125
18 19
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